Happy Automotive 401(K) Plan — Form 5500 plan (Libertyville Chevrolet, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Happy Automotive 401(K) Plan is a benefit plan reported by Libertyville Chevrolet, Inc. under EIN 20-3383684 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $3,858,781 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Libertyville Chevrolet, Inc.
EIN
20-3383684
Plan number
001
Plan type
2
Location
Glendale Heights, IL
Latest filing year
2023
Participants
214
End-of-year plan assets
$3,858,781

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023214H, C20241014163505NAL0053177762001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,858,781
Total liabilities (EOY)
$0
Net assets (EOY)
$3,858,781
Net assets (BOY)
$2,374,828

Income & contributions

Employer contributions
$109,233
Participant contributions
$561,757
Total contributions
$1,479,754
Total income / additions
$1,888,343

Expenses & distributions

Benefits paid
$383,968
Administrative expenses
$20,422
Total expenses
$404,390
Net increase / (decrease)
$1,483,953

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$19,775$02023
Woodbury Fiancial Services IncBROKER/ADVISER$0$9,0532023

Related Form 5500 pages